7 steps to how to use Insuredmine Dealboard for agents

Posted by InsuredMine on October 2nd, 2019

We believe DealBoard by InsuredMine is the lifeline for any insurance agent. You can get the pulse of your agency with a single glance; a few clicks of a button complete most of your tasks, and you can schedule your future tasks with just a mouse click; to name a few. While building user tools is a simple task that can be accomplished with some programming and logic, building tools that provide clear solutions is the challenge. The most often heard complaint about CRM and DealBoards is the low adoption rate by the agents.

we do not take this complaint easily. We strive to disprove that stereotype by building ordinary tools that can do extraordinary work for your agency.  Beginning with our understanding, logic, and creation, every process takes into account the real-life adaptability of issues the agents are faced with, and we create simple solutions for those issues. No matter how successful our DealBoards are, if we cannot clearly explain the benefits of using them, we have not succeeded. So here is our effort at trying to explain in simple terms the most useful benefits of using InsuredMine DealBoards.

Some of them are as follows:

1. All teams on deck for decision making

2. Educate, Empower and repeat DealBoard benefits

3. Provide training

4. Don’t overwhelm your agents